RBC · 2 weeks ago
Senior Portfolio Advisor
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Senior Level, Lead/Staff
$90K/yr - $160K/yr
10+ years expRBC is a leading financial institution, and they are seeking a Senior Portfolio Advisor for their Wealth Management division. The role involves managing equity portfolios, providing investment solutions, and supporting RBC advisors with equity securities.
BankingFinancial ServicesWealth Management
Responsibilities
Collaborate as an Investment Committee member on the management of Guided Portfolio: All Cap Growth
Conduct research on individual companies, formulate equity portfolio construction, and collaboratively manage overall investment strategy
Process a wide-array of research, news, reports, investment publications and company/analyst meetings to form independent investment opinions with due consideration to risks
Conduct in-depth research, available from a variety of sources, to evaluate the relative value of equity securities to gain a detailed understanding of all available investment opportunities and develop actionable investment ideas
Serve as a thought-leader for the team from an investment perspective as it applies to individual securities, sector views and portfolio positioning
Champion the team’s thoughts for RBC advisors through written commentary, conference call participation, and speaking engagements
Build personal relationships and provide proactive service to RBC advisors. Provide timely and thoughtful responses to RBC advisors seeking advice with respect to equity securities
Serve as a knowledge base regarding RBC Capital Markets research and other research partners
Cultivate and manage relationships with RBC Capital Markets analysts
Qualification
Required
Professional experience investing in or analyzing growth stocks
Combination of MBA and CFA, or possess one designation while in the process of obtaining the other
10+ years direct industry experience in financial services with 5-7 years in portfolio management or equity research. Demonstrated investment knowledge of the capital markets and global economy
Strong understanding of the intricacies of the equity markets and equity portfolio management
Ability to collaborate with team members and create model portfolios that reflect the views of the group and adhere to the investment mandate
Excellent interpersonal, oral, written and presentation skills
Strong and visible sense of judgement and confidence in knowledge of the market and ability to offer sound advice
Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
Ability to generate unique ideas and analysis using disparate information to incorporate into an investment decision
Required Licensing: Series 7, 63 or 66, or ability to obtain
Preferred
Ability to understand the Financial Advisor's business and identify themes and issues that can have an impact on their business
Experience working as part of a geographically diverse team
Working knowledge of analytical and market research tools including Morningstar, FactSet, and Bloomberg
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
Company data provided by crunchbase